Menu

Resources

Timely, relevant, and actionable investment perspective, best practices, and planning insights for institutional and wealth management clients from CAPTRUST's Consulting Research Group.

Advanced Filter

Optimizing Your Retirement Plan (Webinar Recording)

Have retirement plan automation and target date funds helped improve savings levels or financial wellness for your plan participants? Have they helped optimize plans, as promised?

CAPTRUST’s Defined Contribution Practice Leader Scott Matheson and colleagues Jennifer Doss and John Leissner discuss the following questions in this webinar recording:

  • What does an “optimized” plan look like?
  • How effective is plan automation?
  • What tools can plan sponsors use to drive employee engagement?

This webinar examines interesting research nuggets gleaned from trusted sources and insights from CAPTRUST’s annual plan design benchmark study, the largest of its kind in the industry.